Accretive Wealth Partners, LLC
Q2 2024 13F Holdings
Location
Parsippany, NJ
Holdings as of
6/30/2024
Value ($000)
$238,921
Num holdings
134
Date filed
8/5/2024
Form type
13F-HR
Prev filing
5/6/2024
Next filing
11/12/2024
SEC
View on sec.gov
Compare Q2 2024 to
2024 Q3
2024 Q1
2023 Q4 - RESTATEMENT
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type